I am integrating a custom project management system with Serena Mariner. How can I determine which Attribute Keys UpdateInvestment() can modify via its SOAP API? I’m using PHP.
I’ve had my fair share of experience integrating systems with Serena Mariner, and I can tell you that the UpdateInvestment() SOAP API is quite powerful, but it does have its limitations. In my projects, I’ve found that you can typically update most custom fields and several standard attributes like the investment name, description, and status.
However, it’s worth noting that system-generated fields such as creation date or last modified date are usually off-limits. The exact set of updateable attributes can vary depending on your specific Mariner version and configuration.
For a definitive list, I’d strongly recommend examining the WSDL file for the API - it’s been a lifesaver for me in the past. Alternatively, you could leverage the GetInvestmentMetadata() method, which should provide you with a comprehensive list of attributes, including their updateability status.
Just a word of caution from my experience: always test your integrations in a non-production environment first. It’ll save you a lot of headaches down the line.
hey emmad, i’ve messed with mariner’s api before. updateinvestment() can usually change stuff like names, descriptions, and custom fields. but it won’t touch system stuff like creation dates. best bet is to check the WSDL file or use GetInvestmentMetadata() to see what you can actually update in your setup.
As someone who’s worked extensively with Serena Mariner’s API, I can share some insights. The UpdateInvestment() SOAP API is quite flexible, but it doesn’t allow modification of all attributes. Generally, you can update most custom fields and some standard fields like name, description, and status. However, system-generated fields like creation date are off-limits.
To get a definitive list of updateable attributes, I’d recommend two approaches:
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Check the WSDL file for the API. It often contains detailed information about which fields can be modified.
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Use the GetInvestmentMetadata() method. This should return a list of all attributes for an investment, including which ones are updateable.
Remember, the exact updateable attributes might vary depending on your Mariner version and configuration. When in doubt, test with a non-production environment first.